Salesmanship for Lenders

This program teaches a formula that will ensure success at selling. The Sales Formula 8-2-5 will to new business, attracting new customers, retaining existing customers and expanding the number of products and services per customer.

Salesmanship for Lenders teaches the primary skills and behaviors necessary to accomplish sales success. Selling isn’t about luck or magic, it’s about following a process, it’s about having a plan, it’s about becoming on target when it comes to exploring and acquiring new business.

Lenders are expected to seek out and succeed at growing new relationships as well as retaining and expanding existing business.  The program includes evaluating impression management, tactics for knowing products and services, setting goals, building a sales performance plan plus what to say and how to say it. Participants will follow the Power Point presentation as it guides them through each section of the program and will leave ready put what they’ve learned to work.


Eight Steps to Sales Success

  • Image Management
  • Product Knowledge
  • Identifying Targets
  • Setting Goals
  • Building Your Sales Performance Plan
  • Preparing Calls
  • Making Calls
  • Following Up

Two Key Habits for Everyone

  • How are we doing?     
  • Who do you know?

Five Ways to Overcome Barriers

  • Self Confidence
  • Product Confidence
  • Process Knowledge
  • Personal Responsibility & Accountability
  • Monitor and Track Progress


Anyone involved in the lending and sales process including lenders, branch managers, CSRs, personal bankers, trainers, human resource personnel and sales and marketing managers. Bankers at all experience levels will find the information helpful in improving their sales skills and generating results.


Honey Shelton Reed – Presented by an exceptional trainer and former banker who lead the charge for implementing and managing a successful sales culture and officer call program, Honey, will share her expertise and elevate your success at sales. Honey has over 25 years of experience as a training and quality improvement consultant for bankers.  Over a half million bankers have participated in Honey’s programs. Her depth of knowledge, enthusiasm, and compelling personality has left a lasting mark on InterAction Training, the firm she founded in 1983.

Credit Information

Institute of Certified Bankers: Visit http://www.icbmembers.org/login.aspx for instructions regarding self-reporting. Estimated credits: 2.5 hours CCSR/CPB/CLBB.


Live Webinar:

Member price: $265.00 | Non member price $530.00

On-Demand Webinar

Member price: $280.00 | Non member price $560.00


Online: Visit the CBA Webinar Catalog

Mail: Click here and mail completed form with check payable to ConferenceEdge to: (Mail at least 10 days prior to event)

1516 Xavier St., Ste 500, Denver, CO 80204

Phone: Call ConferenceEdge at (877) 988-7526 (credit card payments only)

Please Note:

  • Preferred Payment Method: Online
  • Please register online or by phone when paying with a credit card
  • Payment Must Accompany Registration – Invoices are Not Provided

Register online up to day of event. Earlier registration allows time to check your computer for an optimal experience.